See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,576 | $159,602-48.9% | $150,045-45.6% | $142,382-42.7% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 13.60% | 70.24%-56.6pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,148 | $8,310-26.0% | $7,997-23.1% | $6,507-5.5% |
| Admin fee / account holder | $34,810 | $14,846+134.5% | $13,435+159.1% | $12,624+175.7% |